Annual Book Value
$42.66B$3.48B+8.88%
Summary
- Current Value
- As of today, SCHW annual book value is $42.66B, up +8.88% on
- Historical Performance
- SCHW annual book value is up +58.58% over the past 3 years, down -11.72% over the past 5 years
- All-Time High Comparison
- SCHW annual book value is currently -11.72% below its historical high of $48.33B set on
- 3-Year Low Comparison
- SCHW annual book value is +58.58% above its 3-year low of $26.90B reached on an earlier date
- Sector Comparison
- SCHW annual book value is higher than 97.93% of companies in Financial Services sector
Book Value Chart
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Book Value | $42.66B | +8.9% | +58.6% | -11.7% | +585.2% | |
| Quarterly Book Value | $42.47B | +5.3% | +56.4% | -5.7% | +554.7% | |
| Price | $90.88 | +3.1% | +78.4% | +24.1% | +415.2% | |
| Annual Total Assets | $493.19B | +2.3% | -11.0% | -10.2% | +432.1% | |
| Annual Total Liabilities | $443.77B | +2.3% | -14.3% | -10.0% | +413.3% | |
| PB Ratio | 3.72 | -6.3% | +9.1% | +21.2% | +13.4% | |
| Annual Shareholders Equity | $49.43B | +2.2% | +35.0% | -11.8% | +693.9% | |
| Market Cap | $158B | -1.3% | +70.5% | +14.4% | +642.5% |
Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $42.66B | at high | |
| 5Y | $48.33B | N/A | -11.7% |
| All | $48.33B | -11.7% |
Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $26.90B | N/A | +58.6% |
| 5Y | $26.90B | +58.6% | |
| All | $73.95M | >+9999.0% |
Book Value History
FAQ
What is the current annual book value of SCHW?
As of today, SCHW annual book value is $42.66B
What is 1-year change in SCHW annual book value?
SCHW annual book value is up +8.88% year-over-year
What is 3-year change in SCHW annual book value?
SCHW annual book value is up +58.58% over the past 3 years
How far is SCHW annual book value from its all-time high?
SCHW annual book value is currently -11.72% below its historical high of $48.33B set on December 31, 2020
How does SCHW annual book value rank versus sector peers?
SCHW annual book value is higher than 97.93% of companies in Financial Services sector
When is SCHW next annual earnings release?
As of today, the next annual earnings release for SCHW has not been scheduled
Quarterly Book Value
$42.47B$191.00M-0.45%
Summary
- Current Value
- As of today, SCHW quarterly book value is $42.47B, down -0.45% on
- Historical Performance
- SCHW quarterly book value is up +5.33% year-over-year, up +56.40% over the past 3 years
- All-Time High Comparison
- SCHW quarterly book value is currently -12.12% below its historical high of $48.33B set on
- 3-Year Low Comparison
- SCHW quarterly book value is +56.40% above its 3-year low of $27.16B reached on an earlier date
- Sector Comparison
- SCHW quarterly book value is higher than 97.86% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $42.47B | -0.5% | +5.3% | +56.4% | -5.7% | |
| Annual Book Value | $42.66B | – | +8.9% | +58.6% | -11.7% | |
| Price | $90.88 | -3.0% | +3.1% | +78.4% | +24.1% | |
| Quarterly Total Assets | $493.32B | +0.0% | +6.6% | -7.9% | -12.4% | |
| Quarterly Total Liabilities | $444.09B | +0.1% | +7.4% | -11.0% | -12.6% | |
| PB Ratio | 3.72 | -6.8% | -6.3% | +9.1% | +21.2% | |
| Quarterly Shareholders Equity | $49.23B | -0.4% | -0.6% | +35.5% | -11.4% | |
| Market Cap | $158B | -7.1% | -1.3% | +70.5% | +14.4% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $42.69B | -0.5% | |
| 3Y | $42.69B | -0.5% | |
| 5Y | $47.50B | -10.6% | |
| All | $48.33B | -12.1% |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $40.32B | N/A | +5.3% |
| 3Y | $27.16B | N/A | +56.4% |
| 5Y | $26.74B | +58.8% | |
| All | $154.10M | >+9999.0% |
Quarterly Book Value History
FAQ
What is the current quarterly book value of SCHW?
As of today, SCHW quarterly book value is $42.47B
What is SCHW quarterly book value most recent change?
SCHW quarterly book value was down -0.45% on March 31, 2026
What is 1-year change in SCHW quarterly book value?
SCHW quarterly book value is up +5.33% year-over-year
How far is SCHW quarterly book value from its all-time high?
SCHW quarterly book value is currently -12.12% below its historical high of $48.33B set on December 31, 2020
How does SCHW quarterly book value rank versus sector peers?
SCHW quarterly book value is higher than 97.86% of companies in Financial Services sector
When is SCHW next earnings release?
The next earnings release for SCHW is on
Book Value Formula
Book Value = Total Assets − Total Liabilities
Data Sources & References
- SCHW Official Website www.schwab.com
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/316709/000031670926000004/0000316709-26-000004-index.htm
- SCHW Profile on Yahoo Finance finance.yahoo.com/quote/SCHW
- SCHW Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/schw